What are Restricted Funds?

Contact Vice President of External and Donor Relations Carol Bradford today at (213) 452-6266 to learn more.

With a restricted fund at the California Community Foundation, you can choose one nonprofit and direct your grantmaking to that specific organization or specify multiple nonprofit organizations that are of particular interest to you.

California Community Foundation ensures your philanthropic legacy. If one of your favorite nonprofits changes its mission or type of services, or if it closes down, the foundation’s staff directs your grantmaking to a comparable organization.

Support the organization(s) of your choice and ensure that your gift will remain relevant over time by creating a restricted fund.

Download the Restricted Fund Fact Sheet for more information.

Highlights

• The organization(s) you specify benefit from your fund.
• The foundation ensures your philanthropic legacy by redirecting your grant dollars should one of the organization(s) you specify change its mission or closes.
• Our team will monitor your designated organization(s) to ensure that your grant dollars are being used in an optimal manner.
• Don’t worry about remembering to make grants each year. We can help you set up your fund to automatically award quarterly or annual grants to your favorite organization(s).
• Start your restricted fund by donating almost any asset, including stock and real estate.

Opening Balance

Varies

Contact Vice President of External and Donor Relations Carol Bradford for more information.

Administrative Fees

Administrative fees charged to funds cover general operating costs including gift establishment, receipt of assets and contributions, grants and fund administration, research into nonprofit agencies and issue areas and other donor services. Fees are assessed annually on July 1. Investment management and consulting fees related to the foundation's investment pools are charged separately. Additional fees may be charged for any mutually agreed upon extraordinary legal, banking or other services rendered on behalf of a fund.

To learn more about restricted funds, please contact Vice President of External and Donor Relations Carol Bradford at (213) 452-6266.